WJ Interests, LLC

has provided Fee-Only financial advice to individuals, families and businesses since 1996. We do not sell products or receive commissions from any source. Simply put, our goal is to provide advice that is in your best interest, based on your financial needs and goals. When you succeed, we succeed. READ MORE

Our Advisors

Bill Jameson, CFP®

President

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Bill is the President and founding partner of WJ Interests. His leadership provides the strategic guidance for WJ’s asset management strategy. Bill provides the inspiration, leadership and experience that enables the WJ Team to manage our client’s investments as if it were our own. Bill has 30+...

Q: What accomplishment are you most proud of?A: Family – children and grandchildren. Professionally – success of WJ Interests and Lichliter/Jameson. Personally – marathoner.

Q: What are three words people use to describe you?A: Reflective. Honest. Cynical.

Jared is Vice President and Chief Investment Officer of WJ Interests. In this role, he leads the portfolio development process and all aspects of client service and satisfaction. Jared believes that transparency and the fee only approach leads to long-lasting trust based relationships. Prior to...

Q: What accomplishment are you most proud of?A: Professionally – growing WJ Interests to a company of 8 employees and over $250 million in assets over the past 20 years. Community – making a difference by serving and taking an active role in numerous local charities and organizations.

Q: What are three words people use to describe you?A: Committed. Insightful. Analytical.

Jonathan is a Wealth Advisor with WJ Interests. In this capacity, he provides wealth management and financial planning services to clients in order to help them plan for their financial future. He advises clients on many aspects of financial planning including retirement, education, estate, and...

Q: What accomplishment are you most proud of?A: Family and earning the title of United States Marine.

Q: What are three words people use to describe you?A: Driven. Genuine. Disciplined.

Brandon’s responsibilities at WJ Interests include supporting the investment and economic research side of the business. He is constantly searching and screening potential fund managers. Brandon works hand-in-hand with the Chief Investment Officer on portfolio management and asset allocation....

Q: What accomplishment are you most proud of?A: Earning a full scholarship to college.

Q: What are three words people use to describe you?A: Smart. Ambitious. Pragmatic.

Jordan’s responsibilities at WJ Interests include building and updating comprehensive financial plans while serving as a wealth advisor to clients. His passion lies in helping clients achieve their goals. Jordan brings seven years of wealth management and comprehensive financial planning...

Q: What accomplishment are you most proud of?A: My family.

Q: What are three words people use to describe you?A: Intelligent. Realistic. Sincere.